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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Petz who wrote (120703)	7/23/2000 7:43:37 PM
From: tejek	Respond to of 1576660

If it takes 3 months to fill an order for semi equipment, a rapid rise in bookings results in a rapid rise in billings three months later. This rise is what caused the BTB to decline, not a decline in bookings. A more moderate rise in billings will also soon be upon us, and then the BTB will rise to equal its actual 3 month growth rate in bookings. Petz, This is a hard one to sell right now. I have seen only the B to B ratios (and the four month decline). and not the actual numbers. Hopefully you are right...maybe next month things will turnaround. ted